Filer Snapshot

Excelsior Holdings D2 LLC

CIK 0001800945. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

1

Latest filing

27 Jun 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for PSBD. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

PSBD

11 May 2020 · 12% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 27 Jun 2025 for CIK 0001800945.

View Source Filing
Ownership signals 1 signal
Ownership signals

Schedule 13D positions

Active large-stake positions disclosed in parsed Schedule 13D filings.

PSBD
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
6600 France Ave. S., Suite 550, Minneapolis, MN, 55435
SEC profile 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Excelsior Holdings D2 LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • 1 recent 13D/G stake row found; top row is PSBD at 12% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

13D/G large-stake context

PSBD

11 May 2020 · Common Stock, par value $0.001 per share

12%

Latest update

What changed recently for Excelsior Holdings D2 LLC

New filing available

Latest Schedule 13D/G period: 11 May 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 Jun 2025

Page type

Filer profile

Latest period

11 May 2020

Schedule 13D/G context is visible from filings filed on 27 Jun 2025.

Benchmark Context

Benchmark context for this company

Excelsior Holdings D2 LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 11 May 2020. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001800945 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
1
First seen
27 Jun 2025
Latest filing
27 Jun 2025
Entity
Company

Observed form types

SCHEDULE 13D/A

Latest Filings

Showing the latest 1 of 1 SEC filings for Excelsior Holdings D2 LLC.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
27 Jun 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
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